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Schwab US Broad Market ETF

1,277 hedge funds and large institutions have $12.8B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 478 increasing their positions, 467 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1276
Truvestments Capital
Florida
$210
TCM
1277
Triumph Capital Management
Colorado
$184
FGAM
1278
Financial Gravity Asset Management
Texas
$79
LAMC
1279
Longview Asset Management (California)
California
$79
IA
1280
IFS Advisors
Kansas
$45
IA
1281
Integrity Alliance
Iowa
BDWCC
1282
B&D White Capital Company
Texas
MG
1283
Marex Group
KFP
1284
KMG Fiduciary Partners
Ohio
PPWP
1285
Premier Path Wealth Partners
New Jersey
NCM
1286
Northwest Capital Management
Oregon
PCA
1287
Prosperity Capital Advisors
Ohio
GWSG
1288
GPS Wealth Strategies Group
Colorado
IP
1289
Isthmus Partners
Wisconsin
WRPWM
1290
Werba Rubin Papier Wealth Management
California
PCM
1291
Perritt Capital Management
Illinois
CWM
1292
Crowley Wealth Management
Delaware
PRP
1293
Peak Retirement Planning
Ohio
BWA
1294
Beam Wealth Advisors
Louisiana
EAM
1295
Empirical Asset Management
Massachusetts
BWA
1296
Babb Wealth Advisors
Arizona
RPSA
1297
Richard P. Slaughter Associates
Texas
1CP
1298
17 Capital Partners
Arizona
AWA
1299
Archvest Wealth Advisors
California
WW
1300
Westshore Wealth
California